The Finance Planning And Analysis Transformation Imperative

Every finance decision carries operational trade-offs, and periodic planning can’t keep pace with today’s volatility. This report from Forrester lays out how financial planning and analysis (FP&A) leaders reframe planning as a strategic, always-on capability that connects financials to real-world drivers and supports faster, better decisions.

You’ll explore where organizations get stuck, what a modern FP&A platform requires, and how to sequence change with measurable outcomes while using AI pragmatically.

Key takeaways:

• Why effective FP&A transformation requires aligned processes, quality data, and clear outcomes
• What defines a modern FP&A platform and how it drives agility
• How AI can realistically improve forecasting, analysis, and decision-making